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Showing 291 - 300 of 674 results for "Lodge"

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
Class has made a new functionality available to financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality ...

ASX invests in e-property settlements business

KANIKA SOOD  |  THURSDAY, 31 MAY 2018
... parent company of InfoTrack which already provides eConveyancing technology and services. Sympli will let parties prepare and lodge instruments (documents registered with Land Titles Office) and settle funds through an electronic lodgment network as ...

Acorns rebrands, issues prospectus

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
The micro-investment platform formerly known as Acorns Grow Australia is one step closer to listing on the ASX as the rebranded Raiz Invest. Raiz lodged its prospectus aiming to raise more than $15 million, eyeing a target listing date of 21 June 2018. ...

ASIC drags NSW adviser to court

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... companies seem to have insufficient assets to repay investors in CFS Corporation and that CFS Private Wealth has failed to lodge its financial accounts for the 2016 and 2017 financial years. ASIC is seeking orders to restrain Miller from providing financial ...

ASIC deregisters 117 SMSF auditors

KANIKA SOOD  |  WEDNESDAY, 2 MAY 2018
The corporate regulator cancelled the registrations of 117 SMSF auditors after they failed to lodge annual statements. The auditors stripped of their registrations will no longer be able to audit self-managed superannuation funds (SMSFs). "Conducting ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
A Papua New Guinean bank and wealth management firm is expanding the implementation of an IRESS fund administration platform. Kina Securities, a $4.3 billion fund administrator, will use IRESS' Acurity Online platform to allow its 700,000 PNG members ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
Praemium has expanded its leadership team with a newly-created role, recruiting from a competitor. Praemium will welcome Steve Thomas in May, taking on the new position of manager of self-invested and international solutions. Thomas joins Praemium from ...

AMP deliberately misled ASIC over ongoing fees

ALEX BURKE  |  TUESDAY, 17 APR 2018
... charged fees for no service, but that a disclosure statement might prompt the client to cancel an ongoing fee and potentially lodge a complaint with ASIC, and that this would be a "negative customer experience." Regan agreed.

Evans & Partners vet launches new boutique, appoints distribution head

ALEX BURKE  |  THURSDAY, 12 APR 2018
The former head of international equities at Evans & Partners has launched a new boutique and appointed a head of distribution from J.P. Morgan, flagging further hires over the next 12 months. Stephen Arnold, who managed more than $1 billion at Evans ...

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
... to its OneView Life adviser portal. Lodging a claims form online, advisers can notify ANZ of their client's intention to lodge a claim. This enables ANZ to capture required information via the form, expediting the claims process. Advisers can also monitor ...